Integrations
Services
Company
Osaic has attracted a four-member advisory team from LPL Financial, which previously managed $240 million in assets.
Through the transition, Carolina-based Sturkie Wealth Management has been launched. The firm specializes in investment management and strategic wealth planning for retirees, pre-retirees, small business owners, and professionals.
The Sturkie Wealth Management team is led by founder Stephen Sturkie and Wealth Advisor Joe Dunat. Stephen Sturkie, with over 26 years of experience in the investment industry, began his career at First Union Brokerage services in 1996 and has since worked with notable firms like Edward Jones and BB&T Investment Services. He had been associated with LPL for nearly 12 years before joining Osaic. He currently holds his Series, 7, 63 and 66 registrations through Osaic Wealth.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
August 16, 2024
March 14, 2024
February 21, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy